See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,825 | $144,119+38.7% | $117,854+69.6% | $147,584+35.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 22.21% | 531.15%-508.9pp | 335.08%-312.9pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,019 | $4,896-58.8% | $3,786-46.7% | $4,876-58.6% |
| Participant deferral / active EE | $4,160 | $5,316-21.7% | $4,482-7.2% | $5,439-23.5% |
| Admin fee / account holder | $62,870 | $10,886+477.5% | $8,020+683.9% | $10,885+477.6% |